copper

Hedley Widdup from Lion Selection Group explains why the mining cycle may still be in its early stages and where he’s finding opportunities.

The market is punishing BHP for cost blowouts at Jansen. But sometimes in life you need to be patient.

AI infrastructure, electrification and deglobalisation are colliding with years of underinvestment in mining. Bell Potter explains why.

Plus, Beament’s Develop set to be Trafigura’s mining arm. And Larvotto bid sees Hammer join growing list of disappearing ASX copper stocks.

Plus, Chalice prepares to drill strong copper-rare earths target and PhosCo keeps growing its world-scale fertiliser project.

Plus, Develop eyes bumper cashflows from lithium sales by Christmas. And Xpedra’s gold drilling results shine through in a gloomy market.

BHP’s record share price is rational, as the firm pivots to copper mining which commands higher valuation multiples.

Hot Chili is a darling of the influential HotCopper forum. But is the hype justified?

Most investors think owning big miners gives them copper exposure. Will Taylor explains why that assumption may be wrong.

A new framework reveals how little the underlying commodity actually drives returns in mining stocks, and why most investors get it wrong.